A Comprehensive & Curated List of Resources to Get Up & Running with Salesforce Essentials
Salesforce Essentials is a small-business focussed Customer Relationship Management (CRM) solution introduced by Salesforce in 2017. It is designed to help Small & Medium Businesses (SMB) get started with CRM instantly with easy & guided setup. It offers just the right combination of features for SMBs to come out of spreadsheets and automate their business processes.
Salesforce Essentials Features
As name suggests, it includes key Sales Cloud features such as:
- Lead, Opportunity, Account, Contact & Case Management
- Customizable Reports & Dashboards
- In-app Collaboration
- Mass Email
- Event and Task Tracking
- Salesforce Mobile App
Apart from these, Salesforce Essentials is also loaded with:
- Einstein Activity Capture: Automatically add email and events to the activity timeline of related Salesforce records
- Salesforce Inbox: Update CRM with sales data from your inbox. Log customer communications automatically, with no manual data entry. Add deals right from your inbox
Free AppExchange Solutions
Some of the technology partners have come together with Salesforce to provide start-ups with the resources they need at no extra cost to succeed in their digital transformation. They include:
- DocuSign: eSignature solution for Small Businesses
- Dropbox: Cloud storage solution and a central workspace to access recent version of files
- ProposalForce: Document Management solution to create, search and categorize RFP/ RFI by Salesforce Labs
References & Useful URLs
- Salesforce Essentials Website – https://essentials.salesforce.com/
